Feature: Customer
Management System
While thinking through the different features and user stories that might be developed, I wanted to focus on one thing as the center pillar: a simple but powerful Customer Management System
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I firmly believe that the customer should be at the center of every business. From a data perspective, the Customer Record should be the centralized connection point between Services and Appointments. Thinking about how the interaction between the different data points allows me to work through the experience that the user should have and ultimately the ideal user journey.
Based on this workflow, while the User should be able to start anywhere, the customer is the most logical place to start. Therefore, the primary focus of the minimal viable product should be the customer record and the setup of that data point. In thinking about the data points that should be collected as part of the "New Customer" setup, I wanted to collect only critical information to keep things as simple as possible. In future states, I think the Customer Management System can definitely become more complex, adding more data points, but to start, keeping it simple is the best way to go.
Pulling All the Data Points Together In One View
When looking at the customer view, I wanted to make sure that it would be easy to navigate, visually appealing, and with the most relevant information to the user at the top.
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In thinking about the roadmap for this feature, I would want to add more complex computing and additional features such as:
- Tagging
- Custom Variables
- Additional Logic to calculate upcoming service dates
